Combine project contracts

When a person has two or more project contracts of the same type that overlap in dates or follow each other, Weikos lets you know and lets you combine them into a combined contract. The combined contract is the legal contract: it is the one prepared, generated, signed and processed. Each project keeps its services, its fee, its attendance and its access.

Combine two or more contracts

Open one of the project contracts. If it overlaps with another one of the same person, an amber notice Overlaps with … shows at the top; if they follow each other, a blue one Right next to ….
Click Combine…. If the other contract is already in a combined contract, click Add to the combination….
In Contracts, check the contracts already selected. You can add other contracts of the person of the same type, accepted and not finished. The ones that cannot be combined show why.
In Comparison, choose the working day and the salary of the legal contract if they differ. The person’s data are taken from their profile, and the instrument and the category stay in each project.
In Dates, if there are days without a project in between, choose Continuous registration or Deregistration and registration in each gap. With the second one, each gap is saved as an interruption of the contract.
In Summary, choose the Initial status and click Combine … contracts.

The combined contract opens. At the top it has the Combined contract card, with a timeline of its projects, and in the place of the project the Projects field. Combining does not notify anyone.

If they should not be combined, click Do not combine in the notice. It goes away until the overlaps of that person change.

What is edited where

In the combined contract: the person’s data, the contract type, the working day, the salary and the interruptions. When you save it, they go to its project contracts.
In each project contract: its services, its fee, its attendance and its dates. If you change something, the combined contract recalculates its dates and its amounts.
The amounts of the combined contract are calculated from its project contracts, and you can adjust them. If your institution counts the fee by days, a day shared by two projects counts once, at the highest daily fee.
The status: the combined contract goes from Accepted onwards and never goes through Pending. The person already accepted each project, and a combined project contract can only be canceled.
The documents: the contract and the basic copy are generated in the combined contract, with the list of projects as the project. If the instrument, category or ensemble changes from one project to another, the contract shows each one with its projects in brackets, for example «Viola (Nadal En Ruta, Nadal Ribes); Violin 2 (Casals)». The certificate is generated in each project contract.

Review the changes after preparing the contract

If the combination changes when the combined contract is already in Contract prepared or later, The combination has changed since the contract was prepared shows in red at the top, with what changed: dates, interruptions, working day, salary, services and amounts, or project contracts.

Check whether the contract has to be redone or an amendment processed.
Click Mark as reviewed. The notice comes back if the combination changes again.

Undo the combination

Open the combined contract.
In More actions, click Undo the combination.
Confirm.

The project contracts become individual again, in the status they had, and their overlaps show their notice again. If the combined contract was in Accepted, it is deleted. If it was in Prepare contract, it is canceled with the reason Combination undone, without notifying anyone, and stays as history with its documents.

Canceling the combined contract from its status also undoes the combination.

If it doesn’t work

The overlap notice does not show. Only project contracts of the same person, of the same type, of different projects, accepted and not finished are combined. If someone clicked Do not combine, the Overlap reviewed icon in the action bar has Show the notice again.
Undo the combination is greyed out. The combined contract is already in Contract prepared or later: correct it or cancel it.
I cannot change the working day or the salary of a project contract. They are edited in the combined contract: click Open the combined contract in the notice at the top.